+2.7%
CCI vs ZM
+53.5%
-50.9%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.9% | +1.1% |
| 7D | +2.5% | +11.0% | -8.5% | +1.8% |
| 30D | +14.4% | +5.6% | +8.8% | +13.9% |
| 3M | +21.7% | -9.1% | +30.8% | +22.2% |
| 6M | +4.0% | -2.6% | +6.6% | +3.9% |
| YTD | +6.2% | +15.7% | -9.4% | +4.7% |
| 1Y | +5.4% | +18.8% | -13.3% | +3.7% |
| 3Y | +11.7% | +62.2% | -50.4% | +7.2% |
| 5Y | -35.6% | -60.9% | +25.2% | -37.0% |
| All | +2.7% | +53.5% | -50.9% | +0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZM.
Daily Out/Under-Performance
Portfolio return minus ZM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ZM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling